LPL Financial’s Achieve Life Sciences ACHV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $578K | Buy |
255,833
+46,000
| +22% | +$104K | ﹤0.01% | 4200 |
|
2025
Q1 | $560K | Buy |
209,833
+13,000
| +7% | +$34.7K | ﹤0.01% | 4015 |
|
2024
Q4 | $693K | Buy |
196,833
+5,500
| +3% | +$19.4K | ﹤0.01% | 3766 |
|
2024
Q3 | $907K | Buy |
191,333
+3,333
| +2% | +$15.8K | ﹤0.01% | 3433 |
|
2024
Q2 | $884K | Buy |
188,000
+5,500
| +3% | +$25.9K | ﹤0.01% | 3323 |
|
2024
Q1 | $829K | Buy |
182,500
+4,000
| +2% | +$18.2K | ﹤0.01% | 3310 |
|
2023
Q4 | $735K | Buy |
178,500
+14,000
| +9% | +$57.7K | ﹤0.01% | 3301 |
|
2023
Q3 | $707K | Buy |
164,500
+16,500
| +11% | +$71K | ﹤0.01% | 3185 |
|
2023
Q2 | $768K | Buy |
148,000
+4,100
| +3% | +$21.3K | ﹤0.01% | 3058 |
|
2023
Q1 | $979K | Sell |
143,900
-4,400
| -3% | -$29.9K | ﹤0.01% | 2760 |
|
2022
Q4 | $363K | Buy |
148,300
+48,400
| +48% | +$119K | ﹤0.01% | 3501 |
|
2022
Q3 | $330K | Sell |
99,900
-1,800
| -2% | -$5.95K | ﹤0.01% | 3477 |
|
2022
Q2 | $496K | Buy |
101,700
+15,150
| +18% | +$73.9K | ﹤0.01% | 3187 |
|
2022
Q1 | $655K | Buy |
86,550
+17,600
| +26% | +$133K | ﹤0.01% | 2974 |
|
2021
Q4 | $536K | Sell |
68,950
-3,050
| -4% | -$23.7K | ﹤0.01% | 3206 |
|
2021
Q3 | $612K | Buy |
72,000
+3,200
| +5% | +$27.2K | ﹤0.01% | 3021 |
|
2021
Q2 | $618K | Buy |
68,800
+15,900
| +30% | +$143K | ﹤0.01% | 2964 |
|
2021
Q1 | $613K | Buy |
+52,900
| New | +$613K | ﹤0.01% | 2840 |
|
2016
Q2 | – | Sell |
-25
| Closed | -$42K | – | 2623 |
|
2016
Q1 | $42K | Buy |
25
+9
| +56% | +$15.1K | ﹤0.01% | 3018 |
|
2015
Q4 | $44K | Buy |
+16
| New | +$44K | ﹤0.01% | 3053 |
|